SourcingSourcing

CAPITAL MANAGEMENT ADVISORS INC

B62
CRD 110447·SEC 801-40001·MARIETTA, GA
AUM
$52.0M
$25M-$100M
Est. Revenue
$520K
@ 1% on AUM
Est. EBITDA
$156K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPITAL MANAGEMENT ADVISORS INC
CRD
110447
SEC file #
801-40001
EIN
743254828
DBA names
—

Economics

AUM
$52.0M
AUM band
$25M-$100M
AUM trajectory
'20'26
$113.5M → $52.0M▼ -54%
Client mix
Individuals Other115

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
MARIETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
12/12/2025
ADV-W filed at
—
Website
ccmcma.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONSOLIDATED CAPITAL MANAGEMENT,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CONSOLIDATED CAPITAL MANAGEMENT,
PROPES, TEDDY, JOE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CCMCMA.COM
Rdap Domain Creation Date
2010-01-21T20:01:10Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
21,667
Form 5500 Compensation Trajectory 3y
202521,667
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
21,667
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001630936
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2015-01-20
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001754960-26-000245

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
1205 INDUSTRIAL DR.SALINE, MI 48176-1644
Business
1205 INDUSTRIAL DR.SALINE, MI 48176-1644
Edgar EIN
743254828
Edgar Recent Filings
13F-HR2026-04-14 · 0001754960-26-000245
13F-HR2026-01-28 · 0001754960-26-000133
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-21T20:01:10Z
Rdap Domain Last Changed
2026-01-06T08:05:27Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
TED J. PROPES
Executive Officer · 2.5%
368274
PROPES, NATHANIEL, CURTIS
Executive Officer · 2.5%
5684365